Our Services

Financial Advisory

An in-depth analysis of your current financial situation and solutions to meet your current and future financial requirements.

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Life & Serious Illness Cover

Providing a lump sum for you and your family in the event of death or serious illness.

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Income Protection

An income insurance that pays the bills in the event of you being unable to work due to illness or injury.

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Retirement Planning

Personal & company, planning your retirement income and retirement income for your staff.

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Business Protection

Ensuring business continuity in the event of death or illness, has your company made a will? Who will inherit your shares in the event of your untimely death or incapacitation?

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Employee Benefits

Cost effective and attractive benefits for your employees.

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Investments & Savings

Making your money work hard for you.

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Inheritance Tax Planning

Leave your money to the right people in your life – not just the taxman.

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Providing you with more than just one lender choice.

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How Can I Help?

Contact me at my office or submit your inquiry online.

Chris provided me with enormous support while setting up my business. She continues to provide me with ongoing financial planning advice and she ensures that I am involved in planning for life’s financial ups and downs. I highly recommend Chris for all of your financial planning.

Kay Magner
d’Barbers, Cork

Preserve, Plan, Protect Your Future